LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
682
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$15.5M
3
+$15.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.9M
5
MRK icon
Merck
MRK
+$12.6M

Top Sells

1
+$76.6M
2
+$17.6M
3
+$12.1M
4
HDB icon
HDFC Bank
HDB
+$8.69M
5
RTX icon
RTX Corp
RTX
+$7.76M

Sector Composition

1 Technology 34.42%
2 Healthcare 17.45%
3 Financials 11.43%
4 Consumer Discretionary 11.21%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$538M 7.42%
1,819,106
-19,431
2
$429M 5.92%
2,107,139
-3,201
3
$390M 5.37%
1,506,986
-9,581
4
$323M 4.45%
2,058,215
-14,474
5
$300M 4.14%
1,012,929
-3,059
6
$280M 3.86%
2,868,938
+47,613
7
$262M 3.62%
846,977
-19,056
8
$238M 3.28%
1,321,496
+17,688
9
$238M 3.28%
1,724,000
+112,340
10
$217M 3%
499,045
+15,912
11
$216M 2.97%
4,263,412
-97,546
12
$206M 2.84%
2,904,920
+181,800
13
$189M 2.61%
1,268,777
+14,920
14
$181M 2.5%
1,985,584
-14,768
15
$174M 2.4%
743,837
-6,078
16
$167M 2.31%
1,831,207
-16,655
17
$159M 2.19%
1,794,993
-31,890
18
$140M 1.92%
1,805,117
-9,766
19
$127M 1.75%
655,495
-9,290
20
$118M 1.63%
632,207
+12,343
21
$111M 1.53%
673,761
-464,109
22
$108M 1.49%
1,471,270
+1,938
23
$107M 1.48%
942,626
-10,359
24
$100M 1.38%
1,822,278
+466
25
$90M 1.24%
918,325
+284
1
2 3 4 5